Filed January 19, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $67,845 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 3600 AMERICAN BLVD WEST · BLOOMINGTON, MN 554314502 | Actuarial | $44,322 |
ALERUS FINANCIAL, N.A.9 years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 6 PINE TREE DRIVE · ARDEN HILLS, MN 55112 | Bank Trustee | $30,858 |
AETNA LIFE INSURANCE COMPANY10+ years Service code 21 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 061569260 | Bank Trustee | $22,588 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $21,000 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $21,000 |
Service code 27 · EIN 41-1991950 | Advisory (Plan) | $17,180 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $157,677-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 2.1%-2.1pp |
| Annual return | -5.37% | 5.59%-11.0pp | 8.39%-13.8pp | 7.65%-13.0pp |
| Employer contribution / active EE | $5,600 | $10,158-44.9% | $41,487-86.5% | $20,599-72.8% |
| Participant deferral / active EE | $0 | $222-100.0% | $40-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $3,303-100.0% | $193-100.0% |